Joining Customer Engagement with the Business Central Experience

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What drives many to adopt the Microsoft Business Application ecosystem is the seamless user experience and smooth integration with first-party apps. At JourneyTEAM, we’re continuously searching for new ways to provide these experiences using the Microsoft Power Platform as the overlaying technology. 

Today, we’re excited to announce we’ve found another way to accomplish this though Lead to Cash situations. For sales teams in Microsoft’s Customer Engagement, there shouldn’t be a need to switch tools or request help from accounting when viewing invoice data. With an embedded Canvas App in the Customer Engagement form, this need is eliminated. This new Canvas App will consume a Business Central connector and present the relevant data simultaneously.  

*Note: the consumed connector is a custom-built connector used to leverage the Business Central Web services API. The JourneyTEAM blog post “Integration Options for model-driven apps (Dataverse) and Business Central” has more information. 

Building and Embedding a Canvas 

When you first login to Power Apps, ensure you’re using the maker experience mode. Within this view, you’ll create a solution. Next, the invoice table and form will be added to it. 

To make modifications to the form, you’ll need to switch to the classic form editor experience.  

You’ll then add a description field to the desired section and embed the Canvas App by selecting any text field within the form.  

Next, select ‘Change Properties’ in the description field. Then click on the tab labeled ‘Controls’, and select ‘Add Control’. 

Ensure that all control experiences are turned to this control. To modify them, select ‘Customize’. The Maker environment for the Canvas App will then open and apply its default settings. These include:  

  • ModelDrivenFormIntegration to interact with the appropriate form and record 
  • The listed form item will be listed as the current invoice record 
  • A connection to the Dataverse invoice table 
  • The form control that’s connected to your current connection 

Next, select ‘Data Control’ from the left-hand menu bar. Select ‘Business Central Customer connector’.  

Next, choose the data you want to load into the BC Sales Invoice and Invoice Lines.  

When the JourneyTEAM team performed this step, we had to use a timer to fire upon App load to start the retrieval as the Power App did not completely load a Collection to the App load. If you experience the same issue, use the code for Timer OnTimerEnds below: 

Next, create a ‘Data Table’ control for your invoice. 

You’ll also need to create a ‘Data Table’ control for the BC Sales Invoice Lines. 

We recommend changing the settings to show ERPData which will only load controls once data has been loaded. Finally, click ‘save’ and publish your new Canvas App. That’s it! 

By adding custom fields to your controls, you’re able to view ERP data directly from the Dynamics 365 platform without switching tools, or with outside help. 

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Jenn Alba – Marketing Manager – 801.938.7816

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.

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